Assessment of my portfolio

Before the US attack, I had reorganized my portfolio and taken profits in order not to have too many stocks in my portfolio again, so I chose Van Eck as my anchor, and with the help of the AI I was given sectors that I completely neglected.

I am adding to these:

savings plan on the $TDIV (+0,45 %) continue to run ( 1000,- Euro per month)

Buy on setbacks:

$TXN (-0,38 %)

$NEE (+1,86 %)

$AVGO (+0,63 %)

$DB1 (+2,18 %)

$DTE (-4,48 %)

$HON (+0,49 %)

$SIE (-1,75 %)

What do you think about the portfolio or the targeted purchases?

Have a nice Wednesday.